MF
MF

Michelle Farrell

39 Years of Experience
Edina, MN
Broker

Michelle Farrell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 39 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7601 France Ave S, Ste 300, Edina, MN, 55435-5999

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 10 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2014 - October 2019 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLC
November 2014 - October 2019 · 4 yrs 11 mos
UBS Financial Services INC.
February 2014 - November 2014 · 9 mos
UBS Financial Services INC.Broker
July 1995 - November 2014 · 19 yrs 4 mos
Smith Barney INC.Broker
December 1990 - June 1995 · 4 yrs 6 mos
Allison-Williams CompanyBroker
April 1988 - December 1990 · 2 yrs 8 mos
Dain Bosworth IncorporatedBroker
August 1986 - February 1988 · 1 yr 6 mos
State Registrations30 states
AKALARAZCACOFLGAIAIDILKSMIMNMONCNENJNVNYOHOKORPASCSDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.